Intake Coordinator

Job Summary

To support a leading client in the benefits administration space, the temporary remote Intake Coordinator will manage incoming calls and emails regarding employee benefits, set up new cases, and ensure high standards of customer service in a fast-paced environment.

Key responsibilities

• Deliver exceptional customer service by handling inquiries related to employee benefits
• Set up new cases by completing intake forms and routing them to Benefit Advocates
• Maintain thorough documentation of all communications and manage filing in accordance with privacy guidelines

Required qualifications

• Bilingual fluency in English and Spanish (verbal and written) required
• Minimum 1 year of customer service experience, ideally in employee benefits or a related field
• Proficiency in Microsoft Office and ability to quickly learn new systems
• Understanding of employee benefits and related compliance concepts preferred
• Associate degree preferred